Rising Discrete GPU Shipments Favor NVIDIA Amid Shortage As PC Gaming Stays Red Hot

NVIDIA GeForce RTX 3070

There’s a lot to digest within the newest GPU cargo report from Jon Peddie Analysis, which actually highlights the truth that we’re in a novel time interval. Silicon shortages abound and it’s subsequent to not possible to discover a graphics card in inventory. But shipments of discrete GPUs proceed to climb, whereas general GPU shipments each rose and fell. Say what now?

Let’s begin with general GPU shipments. As a complete, the GPU market reached 101 million items within the third quarter of 2021, which represents a large 18.2% lower from the earlier quarter. If we hone in on the person gamers, AMD saws its general GPU shipments decline 11.4% sequentially whereas Intel’s shipments plummeted 25.6%. Solely NVIDIA noticed an upward acquire, to the tune of 8%.

These numbers paint a bit a less-than-full image of the demand for GPUs and the flexibility of producers to provide them. That is as a result of the general GPU market is not only comprised of graphics playing cards that you just plug into your PC, but additionally processors with built-in graphics. All of them depend, even for those who’re not actively utilizing built-in graphics.

Positive, some individuals do depend on built-in graphics and make CPU/APU purchases based mostly on that want. However we’re much more within the discrete GPU panorama, and particularly add-in boards (AIBs). When narrowing the sector to discrete graphics playing cards for desktop PCs, there was truly a ten.9% improve in shipments from the earlier quarter, based on the report.

Whereas not talked about, it is simple to determine why—PC gaming is pink scorching. What is probably extra perplexing at first look is how shipments might be going up by double-digit share beneficial properties when there is a scarcity and elements are by no means in inventory. From our vantage level, it is as a result of AMD and NVIDIA (and their AIB companions) are transport and promoting each graphics card they get their arms on.

JPR’s information is in keeping with earnings experiences from the 2 main gamers, each of that are making a ton of cash off GPUs. The speedy demand solely contributes to the scarcity. All of those elements additionally play into the value of graphics playing cards, with JPR noting that “common promoting costs stay excessive as provide remains to be constrained.”
Discrete GPU Shipment Data
Click on to Enlarge (Supply: Jon Peddie Analysis)
So far as the cut up in market share between AMD and NVIDIA, the needle did not transfer from the second to 3rd quarter. NVIDIA nonetheless dominates the panorama by accounting for 83% of all discrete GPU shipments, versus 17% for AMD. And in comparison with final 12 months, NVIDIA elevated its lead a little bit bit, because the cut up within the second quarter of 2020 was 80% (NVIDIA) / 20% (AMD).

JPR hasn’t supplied an up to date discrete GPU report, however within the second quarter of this 12 months the market analysis agency famous that AIB shipments topped $11.8 billion, representing an enormous 179% improve year-over-year.

Will probably be fascinating to see how the market adjusts all through subsequent 12 months. The scarcity is anticipated to linger, however might ease up a bit as 2022 progresses. As well as, Intel will launch its Arc Alchemist playing cards subsequent 12 months as properly.

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